In order to ensure a smooth transition from your prior management company/developer, we will follow the following parameters or guidelines. These are not necessarily all inclusive but should serve to highlight the areas that we will focus on during the transition period.

Typically this process can take up to 30 days depending on the quality and availability of information.

Meet all Association Board members

Meet Committee Chairperson(s), if any

Meet Association employees, if any

Review operating policies and procedures

Walk the property in conjunction with Board member(s) and evaluate condition together with any items requiring immediate remedial action

Review all Association contracts

Review and summarize all insurance policies Obtain or establish current resident/owner computerized database

Obtain most recent financial statements and bank statements for the Association

Review Board of Directors meeting minutes

and minutes of the most recent annual meeting

Obtain copies of all Association files from previous management firm/developer